New names & inbounds — first calls / evaluations · kept until you act (per your note)
25
Redactable / PlusUltra — you're leading
Pablo · PlusUltra / via Ben
Jul 20
Decide
Capsule Security — inbound, Naor
Naor Paz · w/ Holzman
Jul 21
New
SafeHill — inbound via Chingona
Fernando · via Daniel
Jul 16
New
Spotlight — call Jul 22
Katie / Alex · via Anton
Jul 22
Advancing
Gryphon — Series A call (rebooking)
John Wu · via Ben Nye
Jul 20
Advancing
Karambit.AI — follow-up Jul 23
Andrew Hendela
Jul 23
Advancing
Seaionl / CertPing — follow-up Jul 30
Chenna · seaionl.com
Jul 30
Advancing
DrDroid — reconnected, overview in
Siddarth Jain · YC W23
Jul 20
Re-engaged
Flecks.ai — office visit Thu Jul 23
Flecks · Brian / via Bear
Jul 23
Advancing
Semperis — Marty visited Jul 16
Marty Momdjian · via Holzman
Jul 16
Carried
Verapath — priced round ~Jul 20
Joe McMann · with Bear
~Jul 20
Carried
Arthrix — first call done
Oleg Lerner · via Bear
Jul 16
Carried
Vigilent — first call done
Rohit Unnikrishnan · vigilent.ai
Jul 16
Carried
Pandorian — deep dive Jul 23
Daniel Avital
Jul 23
Advancing
Zero Quarry — first call ran Jul 21
Shane Connelly · with Will
Jul 21
Carried
Rein — re-engaged on agent security
Matan Efrat · reinsec.io
Jul 17
Re-engaged
NuDay AI — follow-up sent
Bill / Alex · with Bear
Jul 15
Carried
Mission Decisions — intro call ran Jul 21
Colin Hillier · via Bear/Plutus
Jul 21
Advancing
QuantumGenie — call done
QuantumGenie · via Bear
Jul 15
Carried
Supertide — call done
Damian · via Bear
Jul 15
Carried
Control+ — leaning pass
Greg / Mehdi · via Anton / Dave
Jul 10
Carried
Rubicon / Bitfab — warm intros (JPM)
via Vickrum / Kevin (JPM)
Jul 14
Carried
DeFake — first call ran (done)
Kimber Labs · via Julia
Jul 14
Carried
Clearwood — pre-read, schedule
Matt · via Josh / Ian
Jul 8
Carried
Screened / parked — see detail
Misc inbounds · no action
—
Parked
Events
Outside the office & worth attending — this week + upcoming (Boston-focused)
5
CDOIQ Symposium — Wed (panelist)
Jul 22 · Hyatt Regency Cambridge
Jul 22
Speaking
Black Hat USA — Las Vegas (booked)
Aug 3–6 · Las Vegas
Aug 3
Going
MIT delta v Demo Day — Cambridge
Sep 11 · via Zach tracker
Sep 11
Upcoming
Startup Boston Week — speaking
Sep 18 · Boston (panelist)
Sep 18
Speaking
Agentic AI Summit — Boston Seaport
Oct 29 · via Zach tracker
Oct 29
Upcoming
Waiting on
1
Vinit — identity security / Clarity view
Reference · Vinit Khandelwal
19d
Personal
0
Patterns this session
0
No feedback to process this run — the latest Supabase row (2026-07-20, feedback already cleared) had no notes and an empty done map, so nothing was ticked in the browser since. No rule changes and no changelog rule edits; triage_rules.md is unchanged. 17 undone personal todos carried forward.
note
Two Q1 items resolved and dimmed: your performance self-eval was sent to Jenny (Jul 20, 4:33pm, with written review comments on Bear et al.), and the Assail Q3-26 board was held this morning in Brooklyn (you were also added to Assail's Zeck board portal). Both remain visible, struck through.
exception
Two new Q1 items: Capsule Security — Naor Paz bumped the re-intro (added you, wants a call / Black Hat meet); and Pandorian — you booked a Jul 23 Technical Deep Dive but the Zoom invite bounced to BOTH founder addresses (daniel.av@ and daniel.am@pandorian.ai). Fixing the invite is the action.
exception
Opsin reframed. It was "confirm turndown sent"; James Pham's Jul 16 reply actually pushes back and suggests an independent-expert opinion, saying it could still fit. Retitled to a decision fork — expert call vs. finalize turndown — rather than assuming the turndown just needs sending.
exception
Meetings that ran today (Jul 21) moved from "do now" to logged: Memcyco deal-team weekly, Ray weekly, and the Mission Decisions intro call with founder Colin (advanced in New Deals). Zero Quarry first call also ran this morning. Black Hat: Ben Savir (Ibex) locked for Tue 3pm PT; Stav (TE Club) and Anthony (Armory) both declined.
exception
Suppressed as noise this run: Roslyn scheduling churn (Assail/Compyl weekly, Content Discussion, VG Standup, Team Lunch, Pipeline Review, canceled training holds), Zeck/Zoom/Dock-72 logistics, Luma/Gatsby/Whova/NightDragon RSVP + sign-in confirmations, Amtrak/hotel receipts, Google Alerts, Affinity notification digests, the SalesRoom accept + Exchange undeliverable auto-replies (the bounce itself is surfaced under Pandorian).
exception
Notes for next run
Corrections · personal todos · work items to add · things to suppress · anything. Cowork reads this before the next run and sorts it out.